EOB Upload / Insurance Collection

Created by Ortho PMS, Modified on Sun, 16 Mar, 2025 at 6:51 PM by Ortho PMS

  • When the payer send the insurance eob, the following screen will be used to remit the payment


  • Insurance Check Remittance, search patient

  • Upload EOB, update check number, amount and DOS in notes.

  •  If multiple patients are in EOB, search multiple patients select and continue 

  • Upload EOB for everyone and update check number, amount and DOS in notes for individual patients 



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article